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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,253 | $99,345-90.7% | $84,753-89.1% | $273,972-96.6% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 13.39% | 22.93%-9.5pp | 22.78%-9.4pp | 41.46%-28.1pp |
| Employer contribution / active EE | $1,133 | $4,214-73.1% | $3,574-68.3% | $4,869-76.7% |
| Participant deferral / active EE | $923 | $4,270-78.4% | $3,712-75.1% | $5,287-82.5% |
| Admin fee / account holder | $49 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |